+418.0%
HSY vs VEU
+190.9%
+227.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -1.6% | +1.7% | -3.2% | -2.2% |
| 30D | -4.2% | +1.0% | -5.2% | -4.6% |
| 3M | -0.7% | +5.6% | -6.3% | -3.2% |
| 6M | -21.8% | +13.7% | -35.5% | -26.3% |
| YTD | -2.7% | +17.7% | -20.4% | -9.8% |
| 1Y | -4.8% | +25.8% | -30.6% | -14.2% |
| 3Y | -9.4% | +77.1% | -86.5% | -29.9% |
| 5Y | +11.3% | +57.1% | -45.9% | -10.5% |
| 10Y | +125.0% | +149.8% | -24.8% | +45.3% |
| All | +418.0% | +190.9% | +227.1% | +199.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling